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Truist Financial

1,487 hedge funds and large institutions have $56.7B invested in Truist Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 578 increasing their positions, 519 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 72

98% more call options, than puts

Call options by funds: $258M | Put options by funds: $131M

11% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 519

7% more funds holding

Funds holding: 1,3861,487 (+101)

0.37% less ownership

Funds ownership: 73.06%72.69% (-0.37%)

1% less capital invested

Capital invested by funds: $57.1B → $56.7B (-$400M)

41% less funds holding in top 10

Funds holding in top 10: 2917 (-12)

Holders
1,487
Holders Change
+101
Holders Change %
+7.29%
% of All Funds
22.88%
Holding in Top 10
17
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-41.38%
% of All Funds
0.26%
New
199
Increased
578
Reduced
519
Closed
72
Calls
$258M
Puts
$131M
Net Calls
+$128M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBN
576
Cadence Bank NA
Texas
$2.15M -$51K -834 -2%
SWM
577
Spire Wealth Management
Virginia
$2.15M -$95.5K -1,563 -4%
TF
578
TIAA FSB
Florida
$2.14M +$283K +4,626 +14%
SCM
579
Silvant Capital Management
Georgia
$2.12M +$21.6K +354 +1%
XSC
580
X-Square Capital
Puerto Rico
$2.12M -$18K -294 -0.8%
SFI
581
Siemens Fonds Invest
Germany
$2.12M +$388K +6,351 +21%
JWCA
582
J.W. Cole Advisors
Florida
$2.11M -$27.5K -450 -1%
BL
583
Balentine LLC
Georgia
$2.1M +$1.42M +23,196 +184%
KRSITF
584
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.08M +$50.2K +821 +2%
GT
585
Glenview Trust
Kentucky
$2.08M +$206K +3,378 +10%
CNC
586
Citizens & Northern Corp
Pennsylvania
$2.07M -$17.3K -283 -0.8%
KPWS
587
Kestra Private Wealth Services
Texas
$2.07M +$285K +4,658 +15%
AC
588
Allstate Corporation
Illinois
$2.06M +$21.1K +346 +1%
SM
589
SG3 Management
Puerto Rico
$2.05M +$1.99M +32,600 +1,358%
PAMG
590
Patton Albertson Miller Group
Tennessee
$2.04M +$34.6K +567 +2%
VanEck Associates
591
VanEck Associates
New York
$2.04M +$565K +9,241 +36%
RIM
592
Redpoint Investment Management
Australia
$2.03M -$107K -1,749 -5%
SJIM
593
St. Johns Investment Management
Florida
$2M +$24.3K +397 +1%
PT
594
Plimoth Trust
Massachusetts
$2M +$38.5K +630 +2%
OHWP
595
Oak Harbor Wealth Partners
North Carolina
$1.99M +$2.07M +33,919 New
RC
596
RegentAtlantic Capital
New Jersey
$1.98M +$132K +2,166 +7%
TW
597
Transform Wealth
Colorado
$1.96M +$1.89K +31 +0.1%
BS
598
Boenning & Scattergood
Pennsylvania
$1.96M +$701K +11,480 +52%
PP
599
Prudential plc
United Kingdom
$1.93M +$2.01M +32,971 New
CII
600
Capital International Inc
California
$1.9M -$129K -2,110 -6%

TFC Hedge Fund Activity: Q4 2021 in Review

1,487 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2021, worth a combined $56.7B — down 0.7% from $57.1B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new TFC positions and 72 closed out — a net gain of 127 holders — while 578 added to existing stakes and 519 trimmed.

The largest buyer was State Street, adding an estimated $103M. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,487 institutional investors held Truist Financial (TFC) as of Q4 2021, up from 1,386 in Q3 2021.
  • Funds reported $56.7B of Truist Financial stock for Q4 2021, down 0.7% quarter-over-quarter.
  • 199 funds opened new Truist Financial positions in Q4 2021 and 72 closed out, a net change of +127 holders.
  • The largest Truist Financial buyer in Q4 2021 was State Street, an estimated $103M added.
  • The largest Truist Financial seller in Q4 2021 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2021.